AG Financial helps clients coordinate their financial lives with their life goals. They develop strategic asset allocation plans, perform due diligence on securities and investment products, implement investments, monitor and rebalance portfolios, and provide regular investment and performance reporting. Advice is tailored to the client's objectives, risk tolerance, time horizon, and liquidity needs. Client input is critical to the financial planning process.
Assets Under Management$100M
Clients188
Advisors2
Avg. per Client$550K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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